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Summit Securities Group’s Verizon VZ Stock Holding History

Summit Securities Group’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-30,000
Closed -$1.26M – 817
2024
Q1 		$1.26M Buy
30,000
+15,500
+107% +$625K 0.21% 59
2023
Q4 		$547K Buy
14,500
+9,500
+190% +$336K 0.05% 184
2023
Q3 		$162K Buy
+5,000
New +$169K 0.02% 195
2023
Q1 		– Sell
-2,400
Closed -$95K – 1336
2022
Q4 		$95K Sell
2,400
-3,800
-61% -$143K ﹤0.01% 601
2022
Q3 		$235K Buy
6,200
+6,100
+6,100% +$272K 0.02% 397
2022
Q2 		$5K Sell
100
-11,800
-99% -$597K ﹤0.01% 876
2022
Q1 		$606K Buy
11,900
+7,200
+153% +$381K 0.07% 205
2021
Q4 		$244K Buy
+4,700
New +$245K 0.01% 555
2021
Q1 		– Sell
-153
Closed -$899K – 792
2020
Q4 		$899K Buy
+153
New +$9.09K 0.08% 249
2020
Q2 		– Sell
-395
Closed -$2.12M – 486
2020
Q1 		$2.12M Buy
395
+312
+376% +$17.9K 0.37% 60
2019
Q4 		$510K Buy
+83
New +$5.01K 0.04% 280
2018
Q3 		– Sell
-82
Closed -$413K – 273
2018
Q2 		$413K Buy
+82
New +$3.97K 0.06% 141
2016
Q3 		– Sell
-1,000
Closed -$1K – 271
2016
Q2 		$1K Buy
+1,000
New +$51.9K ﹤0.01% 242
2015
Q4 		– Sell
-104
Closed -$2K – 457
2015
Q3 		$2K Buy
+104
New +$4.8K ﹤0.01% 314
2015
Q1 		– Sell
-245
Closed -$46K – 656
2014
Q4 		$46K Buy
+245
New +$12K 0.01% 335
2013
Q3 		– Sell
-212
Closed -$4K – 561
2013
Q2 		$4K Buy
+212
New +$10.8K ﹤0.01% 425

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's VZ Position: Q1 2026 in Review

Summit Securities Group reduced its Verizon (VZ) stake by 51% in Q1 2026, selling an estimated $414K and leaving 8,423 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #157.

Summit Securities Group first reported a position in VZ in Q2 2013 and has held it in 42 quarters since. The position peaked at $3.02M in Q3 2014. 3,260 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Summit Securities Group held 8,423 shares of Verizon worth $423K as of Q1 2026.
  • Summit Securities Group sold 8,925 Verizon shares in Q1 2026, an estimated $414K.
  • Verizon made up 0.05% of Summit Securities Group's portfolio in Q1 2026, its #157 holding.
  • Summit Securities Group first reported a position in Verizon in Q2 2013 and has held it in 42 quarters since.
  • Summit Securities Group's Verizon position peaked at $3.02M in Q3 2014.
  • 3,260 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.